Filed June 9, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,294 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $121,027 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,602 |
WINDHAM BRANNON5 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $16,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,592 | $104,317+209.2% | $159,436+102.3% | $86,799+271.7% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.3pp |
| Annual return | 13.62% | 26.32%-12.7pp | 263.57%-250.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $16,049 | $3,451+365.1% | $4,829+232.3% | $2,405+567.2% |
| Participant deferral / active EE | $16,311 | $6,837+138.6% | $7,352+121.9% | $4,131+294.8% |
| Admin fee / account holder | $503 | $172+191.9% | $10,799-95.3% | $170+196.5% |